Delphine Govender

Delphine was employed at Allan Gray from 2001 to 2012 and was a portfolio manager and director at Allan Gray Limited. She is a CA (SA) and CFA charter holder.

Articles by Delphine Govender

Insights categories - Markets and economy

What we know for sure

By Delphine Govender on 01 Sep 2011

Reading time: 6 mins

At Allan Gray we prefer not to opine over reasons for short-term movements in stock markets and share prices and we shy away from predicting changes in the...

Insights categories - Investment insights

The risk that matters

By Delphine Govender on 30 Jun 2011

Reading time: 9 mins

Discussions about investing are incomplete without including the topic of risk. Delphine Govender elaborates, focusing on the most important risk in investin...

Insights category - companies

You win some...

By Delphine Govender on 30 Sep 2010

Reading time: 11 mins

Building and managing a portfolio of investments inevitably includes shares that will prove to be winners but also those that will fail to deliver on their...

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